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Senior Fund Raising Manager - Wealth Management

Senior Fund Raising Manager - Wealth Management

Zecruit AIMumbai, India
30+ days ago
Job description

About Company

The company is a Multi Asset Class, Proprietary Capital Investing, and Asset Management Platform driven by Alpha Generation and Partnerships. It manages over $1.7 Bn in AUM.

  • We are extremely passionate about finding alternative investment opportunities that can deliver superior risk-return characteristics and generate alpha rather than passively seek it.
  • Concentrate on a broad spectrum of asset classes, ranging from Commodities, Equities, Credit, Fixed Income, Quant, Infrastructure, Real Estate and more.
  • We are strongly performance driven and look for people who share a similar DNA.

The team consists of 200+ people present across 8 locations who are vastly experienced across domestic and global hedge funds & financial institutions and have strong academic credentials from top universities.

About the Role :

We are seeking highly experienced Senior Professionals with a proven track record in managing and acquiring ultra high-net-worth individuals (UHNI), Family Offices and corporate relationships . This is a pivotal role in our rapidly scaling platform, requiring deep expertise in relationship management , strategic advisory, and a solid understanding of financial products and solutions.

You will work closely with UHNIs, family offices, and large corporates across India to drive business growth, deliver exceptional client service, and build long-lasting, strategic partnerships.

Key Responsibilities :

1. Relationship Management : Build, manage, and strengthen relationships with UHNI clients, family offices, and corporate entities across India.

2. Investment Management : Understand the nuances of the firm's products and services, including investment management solutions, offer high-quality, tailor-made investor portfolios for UHNI clients and corporates.

3. Strategic Sales & Cross-Selling : Identify cross-selling and referral opportunities across the firm's investment management products to further expand client portfolios and engagement.

4. Team Collaboration & Leadership : Collaborate with internal teams including Fund Managers, Product Specialists, Service & Operations teams to provide holistic solutions to clients.

5. Business Development & Networking : Continuously explore new business opportunities and build a pipeline of potential UHNI and corporate clients through proactive networking and referrals.

Desired Profile :

1. Educational Qualifications : MBA / Chartered Accountant (CA) with over 10 years of experience.

2. Key Traits :

  • Proven success in building and managing UHNI and corporate relationships, ideally in Wealth Management, Asset Management, or Corporate Banking across India.
  • Established network and direct relationships with UHNIs, family offices, and corporate decision-makers across India.
  • Strong knowledge of financial products, investment strategies, and asset classes, with the ability to translate complex financial concepts into actionable advice for clients.
  • Having an Entrepreneurial mindset with a high level of energy, self-motivation, and the ability to thrive in a fast-paced and dynamic environment.
  • Excellent communication, presentation, and negotiation skills.
  • Ability to think strategically and develop long-term client relationships, with a focus on creating value for both the client and the firm.

    • ref : iimjobs.com)

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    Wealth Manager • Mumbai, India